Plan Snapshot
- Plan Sponsor: Electric Power Systems INC
- Sponsor EIN: 842193137
- Sponsor Address: 520 W ELECTRIC POWER DR, NORTH LOGAN, UT, 84341
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 79 | $3.9M | $295,074 | $698,938 |
| 2023 | 109 | $3.2M | $286,453 | $685,827 |
| 2022 | 115 | $1.9M | $273,734 | $635,677 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COOK MARTIN POULSON P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,201 | $12,781 | — | — | — |
| 2023 | $13,757 | $12,242 | — | — | — |
| 2022 | $11,104 | — | — | — | — |